Financial Advisor
High Wycombe
Pay: £60,000.00 per year
Job description:
Financial Adviser – Inherited Client Book
Buckinghamshire | Hybrid
Competitive basic salary + bonus + full benefits
An excellent opportunity for an experienced Financial Adviser / IFA to join a highly regarded wealth management firm with an established client book.
This role is ideal for a client-centric adviser who wants to focus on delivering high-quality advice to HNW clients, supported by strong paraplanning and administration, rather than spending time generating leads.
You’ll inherit a well-maintained portfolio and work within a collaborative, professional environment that values long-term relationships and high standards of advice.
The Role
Manage an existing portfolio of high-net-worth individuals and families
Deliver holistic financial planning across investments, pensions, tax, retirement, and estate planning
Conduct regular client reviews and provide ongoing, compliant advice
Work closely with in-house tax specialists, portfolio managers, and legal professionals
Stay up to date with market and regulatory changes
Support business growth and mentor junior advisers where appropriate
The Ideal Candidate
Level 4 Diploma in Financial Planning (DipPFS or equivalent) – essential
Chartered or working towards Chartered status preferred
Proven experience in a client-facing Financial Adviser role
Strong technical knowledge and excellent relationship management skills
Professional, ethical, and client-first approach
What’s on Offer
Competitive and negotiable basic salary
Performance-related bonus
Inherited, high-quality client book
Full paraplanning and admin support
Exam support and long-term career progression
Flexible hybrid working
Apply now to discuss this opportunity in confidence.